Concourse Financial Group Securities’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-82
Closed -$16K 5212
2024
Q4
$16K Sell
82
-9
-10% -$1.76K ﹤0.01% 1606
2024
Q3
$16.2K Sell
91
-45
-33% -$8.02K ﹤0.01% 1566
2024
Q2
$20.6K Sell
136
-13
-9% -$1.97K ﹤0.01% 1504
2024
Q1
$21.9K Sell
149
-4
-3% -$587 ﹤0.01% 1486
2023
Q4
$21K Buy
153
+46
+43% +$6.31K ﹤0.01% 1471
2023
Q3
$13.5K Sell
107
-5
-4% -$632 ﹤0.01% 1553
2023
Q2
$13.9K Sell
112
-125
-53% -$15.5K ﹤0.01% 1565
2023
Q1
$28.3K Buy
237
+25
+12% +$2.99K ﹤0.01% 1336
2022
Q4
$30.8K Sell
212
-2
-0.9% -$290 ﹤0.01% 1282
2022
Q3
$38K Buy
214
+9
+4% +$1.6K ﹤0.01% 1057
2022
Q2
$33K Buy
205
+92
+81% +$14.8K ﹤0.01% 1252
2022
Q1
$19K Sell
113
-31
-22% -$5.21K ﹤0.01% 1501
2021
Q4
$22K Sell
144
-15
-9% -$2.29K ﹤0.01% 1602
2021
Q3
$24K Buy
159
+6
+4% +$906 ﹤0.01% 1598
2021
Q2
$22K Sell
153
-25
-14% -$3.6K ﹤0.01% 1613
2021
Q1
$27K Sell
178
-20
-10% -$3.03K ﹤0.01% 1464
2020
Q4
$25K Sell
198
-2
-1% -$253 ﹤0.01% 1382
2020
Q3
$18K Buy
200
+18
+10% +$1.62K ﹤0.01% 1393
2020
Q2
$19K Sell
182
-73
-29% -$7.62K ﹤0.01% 1307
2020
Q1
$26K Sell
255
-13
-5% -$1.33K ﹤0.01% 1145
2019
Q4
$46K Buy
268
+48
+22% +$8.24K ﹤0.01% 973
2019
Q3
$35K Sell
220
-853
-79% -$136K 0.01% 744
2019
Q2
$182K Buy
1,073
+57
+6% +$9.67K 0.02% 494
2019
Q1
$159K Buy
1,016
+843
+487% +$132K 0.02% 554
2018
Q4
$24K Buy
173
+65
+60% +$9.02K ﹤0.01% 1072
2018
Q3
$18K Buy
+108
New +$18K 0.01% 893